Real Estate

We believe investment real estate can potentially add balance to our clients overall portfolio. Our ability to model the consequences of a significant financial decision prior to making it is especially beneficial to those who own investment real estate.

Although possibly providing a consistent source of income, individually owned investment real estate has its own set of issues. These client concerns may include tax issues such as phantom income, mortgage in excess of basis, and tax problems related to prior accelerated depreciation. With our professional training and experience in real estate and financial planning, we are able to address complex tax situations in our client's financial plan and provide potential solutions consistent with our clients' long-term goal, values, and family tax situation.